Marketing Recap Proposal Template

Prepared by:[Sender.FirstName][Sender.LastName]​ ​[Sender.Company]

Prepared for:[Client.FirstName][Client.LastName]​ ​[Client.Company]

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Overview

Our corporation, [Sender.Company], continues to foster dynamic marketing campaigns through event and entertainment venues. In fact, we recently expanded our array of event and experiential marketing services to augment marketing to sales conversions.

Of our many target venues, [Event.Name] remains a feature event, as we host events and manage vendor marketing opportunities associated with the (Industry.Type) industry. We are pleased [Client.Company] was able to take advantage of our marketing services at last year’s [Event.Name], and would like to customize a marketing package to surpass last year’s exceptional results.

About Us

Founded in (Year),[Sender.Company] is [Sender.City]’s premiere marketing organization. We have one clear USP: help our clients achieve impressive results through everything we do. We accomplish this goal by not only creating exceptional out-of-the-box marketing campaigns but also elevating client experience in the process.

We believe that we’re the bridge between our clients and their customers, and this is why we strive to outperform ourselves at every stage — because it is through extraordinary marketing that sales can be generated.

Our Team

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Name

Job Title

Experience

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Name

Job Title

Experience

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Name

Job Title

Experience

Recap

Last year’s annual [Event.Name] exceeded expectations. The event exemplified successful marketing, and emphasized consumer outreach, engagement, and interaction. (Source) estimates that over (Number) of event attendees received one or more [Client.Company] customized promotional items during the (Number) day event. Furthermore, the designated promotional staff spoke with, and gathered data from, an estimated one out of five event attendees.

Online and virtual mediums also played a significant role in last year’s marketing campaign. The event website, prior to and in anticipation of [Event.Name]’s kick-off, received nearly two times the number of site registrations as event attendees and about (Number) of additional registrants, post-event. Additionally, over (Number) post-event registrants entered a catchphrase from [Sender.Company]​ signage tailored for [Event.Name], which supports that signage was well designed, positioned, and highly visible.

Furthermore, our specialized tracking analytics show that three out of five event site visitors navigated to the [Client.Company] site during or directly after visiting any event web page. (Number) of registrants had opted-in to receive information about [Client.Company] products, and (Number) of them had subscribed to the [Client.Company] newsletter. Also impressive, one out of three event visitors clicked on a premium ad for [Client.Company] products — with (Number) converting to a direct product sale.

A flashback of our results

Results

Leads generated

Input data

Total Inquiries

Input data

No of event registrants

Input data

No of event visitors

Input data

Revenue generated

Input data

Total customers

Input data

Offer

In order to enhance [Client.Company]’s marketing campaign and the [Client.Company] experience at the event, we would like to offer you our new Premium Marketing Package. Last year, we offered our Premium Package to a number of vendors. However, this year, to center marketing themes around one vendor, we are making the Premium Package exclusively available to one vendor.

Details of the Premium Package

The Premium Package includes the following base features:

  • Co-branding of all event signage with [Client.Company] name and logo, which strengthens and diversifies advertising messages and provides extensive [Client.Company] brand exposure.

  • Multiple vendor locations in the highest-trafficked areas.

  • Promotional staff and models to cover all event areas, promote products, and educate consumers, non-interfering at all times while enhancing the [Event.Name] experience.

  • Design creative marketing themes and promotional activities.

  • Design and distribution of (Number) promotional items.

  • Online front-page premium ad on [Event.Name] site.

  • Newsletter design highlighting [Event.Name] presence.

Other features of the Premium Package, not included in last year’s package, include the following:

  • Add an entire page on the [Event.Name] website dedicated to [Client.Company], allowing for direct sale of products.

  • Expand [Client.Company]’s signage space at the event. Showcase (Number.Percent) more [Client.Company] premium event ads than last year.

  • Provide three standardized tents to add an additional element of connection in [Client.Company]’s event presence.

  • Provide one oversized and customized tent to help introduce and display [Client.Company]’s newest product line.

  • Develop strategic plans to enhance [Client.Company]’s customer retention in conjunction with marketing efforts and expanding its business partnerships.

The pricing table below contains a detailed cost breakdown for each of our key areas of responsibility.

Cost Breakdown

Name

Price

QTY

Subtotal

Item 1

Description of first item

$35.00

5

$175.00

Item 2

Description of second item

$55.00

1

$55.00

Item 3

Description of third item

$200.00

1

$200.00

Forecast

​While last year’s [Event.Name] set new records across all marketing and sales measures for [Client.Company] compared to the preceding year, we project that this year’s event will push [Client.Company]’s ROI beyond last year’s marks with our Premium Marketing Package. In brief, based on last year’s offering, we expect outreach to increase (Number.Percent), gross sales to increase by (Number.Percent), and profits to increase by (Number.Percent).

Testimonials

(Client Testimonial 1)

[Client.FirstName][Client.LastName]

(RoleCompany)

(Client Testimonial 2)

(Client2.FirstName) (Client2.LastName)

(RoleCompany2)

(Client Testimonial 3)

(Client3.FirstName) (Client3.LastName)

(RoleCompany3)

Terms and Conditions

Confidentiality

All information shared between [Sender.Company] and [Client.Company] will be considered confidential and will not be disclosed to the public or any third parties, unless otherwise agreed upon. Confidential information is not considered any information needed to achieve campaign results, information already available to third parties, or information that is already in the public domain

Payment

[Client.Company] agrees to pay a 50% upfront fee to [Sender.Company] to begin the activation of the campaign. Once the campaign has been completed, the remaining payment will be given to [Sender.Company] within 30 days of project completion, or when the invoice has been billed. Failure of payment within 30 days will result in a (Number.Percent) late fee.

Deliverables

[Client.Company] agrees that only the deliverables mentioned in the Premium Package of [Sender.Company] will be completed. Anything that goes beyond the scope of what has been mentioned in the Premium Package will be subject to additional charges. [Client.Company] also agrees that [Sender.Company] is only liable to complete project deliverables and does not guarantee revenue or sales.

Indemnity

If either party wishes to terminate the contract then they may do so under the [Sender.City]’s jurisdiction, in adherence to all applicable laws and local codes and statutes. If the project has been completed to at least (Number.Percent) capacity, then [Client.Company] is required to pay [Sender.Company](Number.Percent) of the project fee, unless different terms have otherwise been agreed upon. For any disputes, both parties may seek legal counsel — case proceedings will be under the [Sender.City]’s jurisdiction.

Preliminary Status

This proposal constitutes a preliminary offering, and we would like to schedule a meeting to further discuss details, costs, and accommodate any additional plans. We would appreciate you directing questions to your designated [Sender.Company] business development executive.

Thank you.

Signature
MM / DD / YYYY

Signature
MM / DD / YYYY

[Sender.FirstName][Sender.LastName]

[Sender.Company]

[Client.FirstName][Client.LastName]

[Client.Company]

Marketing Recap Proposal Template

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